According to legendary VC Bill Gurley, the AI frenzy is a classic “industrial bubble” where real innovation and wild speculation are inseparable. He warns of inflated valuations, circular deals, and a brutal landscape for retail investors. But he still sees one clear path for building durable compan
OpenAI’s compensation strategy is rewriting the rules of Silicon Valley. The company is distributing an average of $1.5 million in stock-based pay per employee, a figure that dwarfs historical giants like Google and Facebook before they went public.
Shares of Chinese AI chip designer Biren Technology skyrocketed over 119% on their first day of trading in Hong Kong. The blockbuster debut highlights a booming pipeline of AI and semiconductor listings as China pushes for tech self-sufficiency. Analysts see a clear divergence from the U.S. model, w
While AI giants grabbed headlines, the biggest stock gains came from a different set of companies. Western Digital, Micron, Seagate, Robinhood, and Warner Bros. Discovery soared, with the first four more than tripling. Here’s what drove their incredible runs and what might come next.
According to Reuters, the most-read financial analysis of 2025 centered on geopolitical risk and corporate intrigue. Readers on trading terminals feared a shifting global order, while website subscribers were gripped by stories from BYD to hedge funds.
Meta is acquiring Singapore-based AI startup Manus in a deal reportedly worth over $2 billion. The move aims to accelerate Meta’s push into AI agents, with Manus bringing millions of users and over $100 million in annual recurring revenue.
Facing messy orders from faxes and emails, Gold Bond Inc. integrated AI directly into its ERP system. The result wasn’t just hype—daily usage soared, and 43% of employees saved up to two hours a day. It’s a masterclass in practical, IT-led integration.
In a major shift, CD Projekt has sold the GOG.com storefront to its original co-founder, Michal Kicinski. The deal, worth roughly £19 million, aims to let CD Projekt focus solely on game development while keeping GOG’s DRM-free philosophy alive.
GSM, the electric taxi operator that uses only VinFast vehicles, is targeting a massive public listing. The move could fund regional expansion and ease financial pressure on its parent company, Vingroup.
New US tariffs on Chinese semiconductors have been postponed until June 2027. The move aims to balance pressure on Beijing with economic stability after a year of escalating tensions.
